See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,524 | $78,926+107.2% | $136,749+19.6% | $84,808+92.8% |
| Participation rate | 97.1% | 62.2%+34.9pp | 72.1%+24.9pp | 68.3%+28.7pp |
| Annual return | 16.61% | 18.17%-1.6pp | 24.33%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,362 | $2,134+198.1% | $3,400+87.1% | $2,631+141.8% |
| Participant deferral / active EE | $5,558 | $3,168+75.4% | $4,692+18.5% | $4,212+32.0% |
| Admin fee / account holder | $10,530 | $6,369+65.3% | $11,386-7.5% | $7,344+43.4% |